Vice President & Senior Portfolio Manager

Overview

Deliver high-touch wealth management services to new and existing clients. Partner with Wealth Planners to build, enhance, and execute a client acquisition strategy. Execute within the PCG investment paradigm that draws best thinking from all Fort Washington investment resources while delivering it to clients in a personalized fashion. Deliver repeatable investment processes in a scalable manner. Manage a variety of portfolios consisting of stocks, bonds, ETF's and mutual funds in order to meet investment goals.

Develop and implement both a tactical and strategic investment plan to meet the client’s long-term objectives. Invest the portfolio using securities of internal portfolio managers, ETF's, as well as externally and internally managed mutual funds. Monitor the individual portfolios regularly for proper asset allocation and diversification to ensure adherence to client’s objectives and risk tolerance. Make adjustments as necessary in order to maximize return and preserve capital within the individual investment guidelines.

Work with Private Client Group team members to build new relationships and assets under management. Work with Marketing to develop marketing and presentation materials that enhance the Wealth Management product and processes. Meet with potential clients to present and sell our Wealth Management services. Meet with existing clients on a regular basis to review investment goals, current needs and performance.

Work with a client’s tax advisors or attorneys to properly effectuate the portfolio. Independently make a broad range of critical decisions, escalating to senior executive-level associates only when appropriate.

What you will do:

• Build a profitable book of business. Partner with Wealth Planners to build and execute a strategy to source new clients and expand assets under management for existing clients.
• Utilize investment performance that exceeds benchmarks in addition to adding new clients and expanding existing relationships to exceed profitability thresholds for each PM’s book of business.
• Deliver a best-in-class experience that fits within the PCG model resulting in high client retention. Partner with entire team while fulfilling individual responsibilities.
• Participate and support dialogue between PCG portfolio managers and FWIA asset allocation team to formulate an optimal investment paradigm for PCG clients.
• Develop, implement and monitor a comprehensive investment strategies comprised of proprietary investment vehicles, third party mutual funds, ETFs, private investment vehicles, and other alternative investments.
• Maintain a clear understanding of the markets and the factors that affect them, including technical aspects of the markets.
• Research new and monitor existing securities within the portfolios in order to maximize performance and preserve capital.
• Make sure that we are in compliance with all internal and external rules and codes by working closely with our Compliance Department.
• Maintain the highest degree of fiduciary responsibility. Tailor communication to the level of your client’s understanding. Simplify the complex.
• Work with a client’s other advisors such as attorneys and accountants to develop comprehensive plan.
• Performs other duties as assigned.
• Complies with all policies and standards.

• Bachelor’s Degree Business or other related field.
  
  - Required
• Master’s Degree MBA - Preferred
• Typically must have five-plus years track record of excellent investment management experience for individuals, business development, investment consulting or related field.
  
  - Required
• Highest Level of ethical standards.
  
  - Required
• Knowledge of securities markets and their behavior in various economic environments.
  
  - Required
• Strong understanding of the economy and factors influencing its behavior.
  
  - Required
• Skilled in the areas of portfolio construction and risk management.
  
  - Required
• Strong oral and written communication skills.
  
  - Required
• Understanding of internal systems and analytical software.
  
  - Required
• High degree of confidentiality.
  
  - Required
• Team player.
  
  - Required
• Proficient in word processing and spreadsheet applications.
  
  - Required
• Working…